CapWealth Advisors, LLC
FRANKLIN TN · SEC CIK 0001531809
$14.57亿2026Q2 申报市值
118持仓数
36.1%前十大占比 · 第一大 7.1%
8 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MGNR 新建仓+$2,968.04万
MA 新建仓+$1,707.77万
FEDERAL NATL MTG 加仓+$984.36万
HONA 新建仓+$823.83万
NEE 加仓+$769.08万
2026Q2 卖出最多 按季末市值估算
GNRC 清仓-$985.40万
GLW 减仓-$958.25万
HON 减仓-$755.77万
EWJ 清仓-$682.21万
CARR 清仓-$663.85万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PRF | INVESCO RAFI US 1000 ETF | $27.02万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $26.91万 | 0.02% | 6,049 | -783 | -11.5% | -$3.48万 | 减仓 |
| — | FEDERAL NATL MTG ASSN PFD L 5.125 | $26.11万 | 0.02% | 17,500 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $26.04万 | 0.02% | 1,776 | 203 | 12.9% | $2.98万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $25.82万 | 0.02% | 3,588 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $25.77万 | 0.02% | 242 | -178 | -42.4% | -$18.96万 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $24.67万 | 0.02% | 13,916 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $22.79万 | 0.02% | 963 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $22.08万 | 0.02% | 735 | 735 | — | $22.08万 | 新建仓 |
| NFLX | NETFLIX INC. COM | $21.56万 | 0.01% | 3,020 | -1,810 | -37.5% | -$12.92万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $20.90万 | 0.01% | 2,741 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $20.85万 | 0.01% | 200 | -100 | -33.3% | -$10.42万 | 减仓 |
| ABBV | ABBVIE INC COM | $20.11万 | 0.01% | 799 | 799 | — | $20.11万 | 新建仓 |
| — | FEDERAL NATL MTG ASSN PFD 5.10 E | $15.62万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD COM | $13.15万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| — | FEDERAL NATL MTG ASSN PFD G VAR RATE | $7.84万 | 0.01% | 6,200 | 0 | 0.0% | — | 不变 |
| — | FEDERAL NATL MTG ASSN PFD6.75 SER Q | $4.20万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | FEDERAL NATL MTG ASSN PFD M 4.75 | $3.47万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $0 | 0.00% | 0 | -50,448 | -100.0% | -$985.40万 | 清仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $0 | 0.00% | 0 | -80,792 | -100.0% | -$682.21万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $0 | 0.00% | 0 | -117,892 | -100.0% | -$663.85万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $0 | 0.00% | 0 | -58,063 | -100.0% | -$442.21万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,869 | -100.0% | -$65.64万 | 清仓 |
| DG | DOLLAR GEN CORP COM | $0 | 0.00% | 0 | -3,128 | -100.0% | -$37.14万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO COM | $0 | 0.00% | 0 | -5,293 | -100.0% | -$23.98万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -4,512 | -100.0% | -$22.65万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $0 | 0.00% | 0 | -2,184 | -100.0% | -$21.13万 | 清仓 |